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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,122 | $53,546-56.8% | $69,884-66.9% | $68,486-66.2% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+1.0pp | 67.9%+3.5pp |
| Annual return | -19.10% | -13.87%-5.2pp | 190.81%-209.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,466 | $2,019-27.4% | $2,560-42.8% | $2,597-43.6% |
| Participant deferral / active EE | $3,881 | $2,957+31.3% | $3,848+0.8% | $4,028-3.6% |
| Admin fee / account holder | $612 | $4,693-87.0% | $6,266-90.2% | $5,404-88.7% |